I'm a former CA resident who worked for a CA-based company part year, and have been living in another state for several years. Most of the time I worked remotely, but I did work in CA for about a month out of the year. The company paid me W2-based income and also RSUs, some of which vested after I moved to the new state (which has no state taxes).
I understand that I need to pay CA taxes on the RSUs based on the allocation ratio of the number of days I worked in CA vs. number of total workdays since I was granted to RSUs, but I'm not clear on whether I need to calculate these ratios manually and enter them in Turbotax myself somewhere, or if Turbotax will do it for me.
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I've entered all RSU sale info in my including grant, sale, and vesting dates in the Federal section, and the number of days I worked in California, and completed my CA non-resident taxes in TT. I was hoping the program would do the allocation calcualations for me automatically, but I reviewed all CA worksheets and can't find any difference in the RSU treatment on the CA Schedule D versus the Federal Schedule D worksheets. All the Federal values are the same as the CA values. Do I need to calculate the allocation ratios myself and apply them to the sales prices for the RSUs?
